proposal for peoplesoft hcm 9.2 upgrade · pdf filepeoplesoft 9.2 before it was released to...

Proposal for

PeopleSoft HCM 9.2 Upgrade

December 13, 2013

Contact

Troy Villemaire

Business Development Manager

[email protected]

703-477-2575

mailto:[email protected]

Proprietary and Confidential

Chester County PeopleSoft HCM 9.2 Upgrade Project

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CONTENTS Executive Summary ....................................................................................................................................................... 2

References ..................................................................................................................................................................... 3

Qualifications and Experience ....................................................................................................................................... 5

1. Acknowledgment of Objectives/Scope of Services................................................................................................ 5

Proposed Resources .............................................................................................................................................. 5

Professional Summaries ........................................................................................................................................ 5

Methodology and Deliverables .............................................................................................................................. 9

2. Company History and Mission ............................................................................................................................. 13

3. Provide a list of contracts you have engaged within the last three (3) years. ..................................................... 14

4. Company Expertise .............................................................................................................................................. 17

Exceptions .................................................................................................................................................................... 17

Special/Unique Qualifications ..................................................................................................................................... 18

Financial Statements ................................................................................................................................................... 19

Innovative Ideas and Value Added Considerations ..................................................................................................... 19

1. Additional No-cost Services ................................................................................................................................. 20

RRP Contracts .............................................................................................................................................................. 21

Included Separately BTRG Cost Proposal

A soft copy (USB Drive) of this response with the Cost Proposal and appendices

Appendices Appendix A - Resumes

Appendix B – Financial Statements



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EXECUTIVE SUMMARY Chester County is planning to upgrade PeopleSoft Human Capital Management (HCM) from version 9.0 to 9.2.

BTRG’s knowledge of Chester County’s systems, our unique staffing model, and notable PeopleSoft 9.2 experience

position us to submit the best resources, reduce risk, and save money for the County. For more than 20 years,

clients have engaged BTRG with confidence based on the same criteria.

BTRG Value Differentiators

We Understand Chester County

BTRG understands Chester County as well as the complexities and nuances of the local government environment.

In addition to our experience upgrading the PeopleSoft product in the public sector, we have also built a unique

Managing for Results (MFR) tool that targets the “Performance Management” push in the local government space.

BTRG developed and implemented the MFR functionality at Chester County in 2009. As a result, we have a deeper

knowledge of Chester County’s systems, which will prove to be instrumental in the success of this 9.2 upgrade

project. BTRG is the only firm with a full understanding of what MFR encompasses and how it works. This will

accelerate ramp up time and reduce risk during the upgrade.

Experience with PeopleSoft and version 9.2

Since 1993, BTRG has implemented, upgraded, and integrated every major release of PeopleSoft across the HCM,

SCM, and Financials suites. Today we are recognized as an Oracle Platinum Partner for our certified solutions and

resources. BTRG was selected by Oracle as one of a small group of partners to participate in the early testing of

PeopleSoft 9.2 before it was released to the public. We have had the new version running on internal servers since

December 2012, thus our resources have had hands-on experience for a full year. Our team is currently upgrading

and implementing PeopleSoft 9.2 at four client sites, and we went live with our first PeopleSoft Financials 9.2

upgrade client in mid-October. BTRG’s resources will have real-time access to the lessons learned and best

practices from these projects, to apply directly to Chester County’s upgrade.

Unique Staffing Model

A key differentiator of BTRG’s proposed project team is the use of Engagement Managers, Solutions Architects,

and a Practice Manager. These roles are non-billable to Chester County and provide great value to the project. The

Engagement Manager (EM) will act as an escalation point to BTRG and will monitor project progress and budget.

The EM that BTRG has dedicated to this upgrade, Doug Schmidt, has worked with the County previously and

understands your business.

For PeopleSoft-specific escalation, BTRG’s senior Functional HCM Solutions Architect will be available. The

Functional Solutions Architect will bring valuable insight from BTRG’s current 9.2 projects that are in varying

phases. This knowledge will provide foresight into potential problems with the software before impacting the

Chester County project. The entire project will be overseen by our Public Sector Practice Manager, Nancee

Murphy, who will act as the Project Director and be accountable for the successful delivery of the project. Nancee

has a deep understanding of the state and local government PeopleSoft environment and will manage all quality

issues on the project.

Resource Summary For 10 project roles, BTRG has positioned 15 resources for the County’s consideration. Thirteen of the 15

proposed team members are either local or regional to Chester County, which will greatly reduce travel expenses

and increase accessibility and responsiveness throughout the project.



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REFERENCES Reference 1 AmeriHealth Caritas

(formerly AmeriHealth Mercy) Address 100 Stevens Dr, Tinicum Township, PA 19113

Contact Person Donna Marandola, Director of Finance

Phone # *

Email [email protected]

Description of Project

HCM and Financials Upgrade and Shared Services Integration AmeriHealth Mercy chose BTRG to upgrade its PeopleSoft HCM and Financials systems while concurrently implementing a Shared Services model for their expanding company. In addition to project management and executive leadership, AmeriHealth Mercy relied exclusively on BTRG for expertise in assessment, analysis, fit/gap, configuration, testing, training and deployment across all HCM and Financial modules.

Reference 2 SLAC National Accelerator Laboratory Address 2575 Sand Hill Rd, Menlo Park, CA 94025

Contact Person Sherri Schaufele

Phone # *



PeopleSoft HCM, SCM, and Financials Re-Implementation and Upgrade SLAC National Accelerator Laboratory (SLAC) has contracted with BTRG to conduct business process reengineering activities and to perform a reimplementation and Implementation of its PeopleSoft Financials, Human Resources, and Supply Chain Management systems. The project began in July 2012. The BPR Phase was completed in November 2012. The Reimplementation / Implementation phases of the project are scheduled for staggered go lives in December 2013 and June 2014.

Reference 3 CareFirst Address 840 First St NE, Washington, DC

Contact Person Michelle Wright, Vice President Human Resources

Phone # *



PeopleSoft HCM 9.1 Upgrade This project included fit/gap design and project management of both the technical upgrade and new business functionality. BTRG staff included 10 consultants, including an Engagement Manager, 1 Project Manager, 1 HCM Solutions Architect, 4 Functional Consultants, 1 Upgrade Specialist, 1 Technical Lead and 1 Developer.

Reference 4 Savannah River Nuclear Solutions (SRNS) Address 203 Laurens St SW, Aiken, SC 29801

Contact Person James Hendrix

Phone # *



PeopleSoft FSCM Implementation and Upgrade BTRG was contracted by the Department of Energy (DOE) site, Savannah River Nuclear Solutions (SRNS) to perform implementations and upgrades for several Supply Chain Management and Financials Applications, including PeopleSoft, OBIEE and Hyperion.







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Reference 5 King County, Washington Address 401 Fifth Avenue, 3rd Floor, Seattle, WA 98104

Contact Person Steve Fields, Project Manager

Phone # *



Hyperion Planning & Public Sector and Performance Management BTRG transformed the County from multiple, inefficient legacy systems, to fully functional and integrated systems between the new human resources (PeopleSoft HCM), financial (eBS) and budget systems (Hyperion). The Oracle systems were implemented or upgraded to meet a set of 230 detailed requirements for operational budgets, capital budgets, and position and employee based budgets. [email protected]

*BTRG is sensitive to the schedules of our past clients and references. As such, we ask that all reference calls be

scheduled through our Business Development Manager, Troy Villemaire. Troy can be reached at

[email protected] or 703-477-2575.





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QUALIFICATIONS AND EXPERIENCE

1. Acknowledgment of Objectives/Scope of Services After careful review of the County’s RFP and the subsequent Pre-Proposal Meeting, BTRG acknowledges our

understanding of the County’s goals and scope for this project. As a partner specializing in the PeopleSoft product,

our experience reduces risk for the County and will drive the County to a successful go-live that is both on time and

under budget. It is our understanding that the County’s goals include:

Perform first an upgrade to PeopleTools 8.52 and Oracle to 11g

Perform a fit/gap analysis by reviewing PeopleSoft HCM 9.0 to PeopleSoft HCM 9.2’s functionality

Leverage new functionality from the new version, if desired and approved

Upgrade the current PeopleSoft HCM v9.0 environment to v9.2

Retro fit and retain, redesign or reduce existing customizations

Review and leverage the new PeopleTools toolset where appropriate

Update training materials to reflect new processes and changes

Migrate the county’s customized code for Managing for results (MFR) from EPM v9.0 to HCM v9.2

Proposed Resources

The following team was assembled based on best-fit technical and functional qualifications and relevant

PeopleSoft project experience. For your consideration, we’ve slotted two resources for several roles. To further

reduce travel expenses and increase resource accessibility, BTRG made a concerted effort to bring Chester County

as many local and regional resources as possible. Thirteen of 15 proposed team members are local or regional.

Role Option 1 Option 2 Engagement Manager Doug Schmidt*

Technical Solutions Architect Surafel Belew** Siva Natarajan*

HR\Benefits Lead Hugh Eubanks** Alton Honeycutt

Payroll Lead Frank Yang* Eugene Chervets*

MFR Lead Kennedy D’Lima*

MFR Technical Lead Brian Hack

HCM Developer Tom Nestor*

HR/Benefits Developer Jeff Bennett* Scott Goldstein*

Payroll Developer Paul Hannagan*

AR/Billing Developer Victor Duong** Phil Jurkowich** *Local resource (PA, DE)

** Regional resource (DC, NY, NJ)

Professional Summaries

Please refer to the following professional summaries for a snapshot of each resource’s experience and expertise.

Complete resumes are included in Appendix A – Resumes.

Surafel Belew

Technical Solutions Architect

IT Experience: 15 years

PeopleSoft Consulting Experience: 13 years

Typical Roles: Technical Lead, Conversion Lead, Systems Engineer, Infrastructure Expert, or DBA

Technical Strengths: Peoplecode, Application Engine, Integration Broker, Cognos, Informatica

Database Experience: Oracle and SQL Servers

Home: Washington, D.C.



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Siva Natarjan

Technical Solutions Architect



Typical Roles: Upgrade Specialist, System Administrator, DBA, Infrastructure Specialist or Technical Lead

Technical Strengths: SQL Server Database, Oracle Database, PeopleCode, PeopleTools, XML Publisher, Integration Broker, Security Administration, Data Management

Industry Experience: Public Sector, Financial Services, Telecommunications and Technical

Home: Delaware

Hugh Eubanks

HR/Benefits Lead

HR System Consulting Experience: 27 years


Typical Roles: Functional Lead, Project Manager, Project Lead or Analyst

Functional Expertise: HR and Benefits Administration, Time & Labor, Payroll

Complementary Technical Expertise: SQR/SQL, Query, PeopleTools, Application Engine & TOAD

Home: Washington, D.C.

Alton Honeycutt

HR/Benefits Lead

HR Experience: 35 years


Typical Roles: Team Lead, Subject Matter Expert or Project Lead/Manager

Functional Expertise: HR, Payroll, Base Benefits, Benefits Administration

Complementary Technical Expertise: PS Query, Application Designer, SQR

Home: Kingwood, TX

Frank Yang

Payroll Functional Role



Typical Roles: PS Techno-Functional Lead, Functional Lead

Functional Expertise: Payroll, Core HR, Time and Labor, Benefits, e-Recruiting, Manager Self Service

Complementary Technical Expertise: Unix, Oracle, Java/Jsp/Java servlet, Linux, CISAM, MVS

Home: West Chester, PA

Eugene Chervets

Payroll Functional Role

HR Systems Experience: 20 years


Typical Roles: PS Functional Lead, Functional-Technical Lead or Project Manager

Functional Expertise: NA Payroll, Payroll Interface, Benefits, and Time & Labor

Complementary Technical Expertise: PeopleTools, Peoplecode and SQR

Home: Langhorne, PA



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Kennedy D’Lima

MFR Functional Lead

Financials Systems Experience: 23 years

PeopleSoft Consulting: 14 years

Functional Expertise: MFR, General Ledger, Accounts Payable, Accounts Receivable, Billing, Commitment Control, Grants

Complementary Skills: ABM, HCM and Position Management

Home: Langhorne, PA

Recent Project with Chester County

Home: Bucks County, PA

Brian Hack

MFR Technical Developer Lead



Typical Roles: Upgrade Specialist, Technical Lead, Senior Developer, and System Administrator

Technical Expertise: Server administration, security, Change Assistant, Change Impact, Analyzer,

PeopleCode, SQL/SQR, PS Query, Crystal Reports, nVision, XML Publisher, Workflow, EDI Manager,

Integration Broker, Component Interfaces, Business Interlinks, Approval Workflow Engine

Industry Experience: Public Sector, Technology, State and Local Government, Healthcare, Higher

Education, Insurance

Home: Saskatchewan, Canada

Tom Nestor

HCM Developer


Typical Roles: Senior Application Consultant, Information Governance Consultant, and Technical Lead

Technical Expertise: PeopleCode, PeopleTools, Application Engine, Application Designer, SQR, PS Query

and SQL

Industry Experience: Healthcare, Communications, Public Sector - state and local, and Insurance

Home: Malvern, PA

Jeff Bennett

HR/Benefits Developer

Consulting Experience: 21 years

PeopleSoft Experience: 18 years

Typical Roles: Technical Developer, PS Developer, Lead Technical Analyst, Conversion Lead

Functional Strengths: HR, Benefits Administration, Payroll/NA Payroll, Time & Labor, LMS, Manager Self-Service, Financials (GL, AP, PO, AR, BI, PC, AM, IN, CL, ePro) Workflow

Technical Expertise: PeopleTools, PeopleCode, Application Engine, Application Designer,

PS Upgrade Assistant, SQL / SQR

Home: Exton, PA

Scott Goldstein

HR/Benefits Developer





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Typical Roles: Technical Consultant, PS Developer, PS Upgrader, Technical Lead

Technical Expertise: PeopleTools 8.5x, PeopleCode, App Messaging, App Packaging, App Engine, Component Interface, dBaseIV, SendMaster, SQL, SQR, Workflow, Integration Broker, XML, COBOL, XGEN

Home: Middletown, DE

Paul Hannagan

Payroll Developer



Techno-Functional background

Extensive Experience with: HR, Base Benefits, Benefits Administration, eBenefits, eRecruit, Payroll, Position Management, Pension, TAM, and Time & Labor

Technical Strengths: PeopleCode, PeopleTools, SQR, Application Designer, Portal Security, PS Security and Workflow

Home: Downingtown, PA

Victor Duong

AR/BI Developer

Software Development Experience: 20 years

PeopleSoft Consulting: 16 years

Typical Role: Senior Technical Specialist/Consultant,

Module Expertise: Billing, AR, HCM, HR, Payroll, Benefits, Finance, SCM, General Ledger, Accounts Payable, Project Costing, Account Management, Purchasing, ePro, Order Management, CRM

Technical Expertise: PeopleTools, PeopleCode, Application Engine, Tree Manager, Import Manager, SQR, PS/Query, PS/nVision and tracing tools, Application Package, and Integration Broker

Home: Woodside, NY

Phil Jurkowich

AR/BI Developer


Typical Role: Senior Technical Consultant, PS Developer

Strengths: PS Financials and CRM including Accounts Receivable, Billing, General Ledger, E-Procurement, Project Costing, Order Management, Accounts Payable, Purchasing, Inventory, Commitment Control, and Grants Modules

Technical Expertise: PeopleCode, Application Engine, Component Interface, Integration Broker, SQR, DMS, EDI Manager, Application Packages, Workflow, SQL, PL/SQL, Oracle, SQL Server and Access

Home: Hillsborough, NJ



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Planing and Assessment

Design and Upgrade

Test Train Deploy and

Support

Methodology and Deliverables

BTRG understands that all work performed within the scope of this project will be performed under the direction

of Chester County. BTRG will adapt to and comply with the methodology provided by the County, however, BTRG

provides a mature methodology and project management approach for managed projects. BTRG’s Vision

methodology includes phases, tasks, durations, assigned resources (both client and vendor), external

dependencies that impact the project, milestones, decision points, and deliverables. We have included a short

summation of our Vision Upgrade Methodology and deliverables for Chester County’s review. We anticipate that

our team’s experience with this structured and proven approach, as well as the various deliverable templates (that

the County will have access to) will benefit and support the County’s overall project success.

BTRG’s Vision Upgrade Methodology

BTRG’s Vision Methodology promotes clarity, minimizes risk and enables stakeholders to recognize the progress

made in achieving project milestones. Each phase contains unique processes and deliverables. As such, the

execution and completion of these steps promotes visibility of project progress among the project team,

stakeholders and sponsors throughout the project. While our Vision Methodology is proven, we use it primarily as

a guide. The Vision Methodology is flexible to adapt to the unique opportunities, issues, and considerations of the

County’s project.

BTRG’s upgrade methodology is designed to incorporate multiple upgrade passes to ensure proper data

conversion, reapplication of customizations, and the design of a well-rehearsed cut over process. Through the

execution of multiple upgrade passes, BTRG’s clients are positioned in a manner to ensure a smooth transition

with minimal impact to the on-going business operations, including on-going transaction processing.

BTRG’s Vision Upgrade Methodology is comprised of five significant phases. Each phase is broken into smaller,

easily managed tasks. The five project phases are:

Deliverables

Deliverables are significant to the success of an upgrade project for a variety of reasons. Deliverables provide

documentation of decisions (as in Fit / Gap Analysis findings), document the path forward (as in functional and

technical design), document the foundation of the system set up (as in Configuration Documents) and provide

ongoing tools to be used in future upgrades (such as Functional Test Scripts and End User Training

Documentation).

Deliverables are used to assure the project is progressing on pace, decisions are documented, and milestones are

met. BTRG’s recommended approach to deliverables management and design is to assure sufficient document

artifacts exists to support client’s internal and external audits, assist in future upgrades, patches, or other changes,

and to assure the agreed to project scope has been met.

The resources presented in this Response are experienced with development and maintenance of the standard

deliverables required to support and document the County’s PeopleSoft Upgrade. The BTRG resources will work

with the County’s Project Manager to assure an understanding of the County’s expectations and make



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recommendations to modify deliverables based on the consultants’ experiences. BTRG will comply with the

directive for deliverables provided by the County. Common PeopleSoft Upgrade deliverables developed by BTRG

for similar projects are detailed in the following tables

Planning and Assessment Deliverables

Comprehensive Project Management Plan

Project Governance Document for Issues, Risks, Change Control, Quality, Deliverables Approval, Project Artifacts.

Environment Management Plan

A detailed document defining the environments to be used to manage project activities (i.e. CFG, DEV, CNV, TST, TRN, PRD). Document will include the source and target(s), as well as the data flow, for each environment.

Project Work Plan

A durations-based Microsoft Projects project work plan that presents the tasks, estimated durations, efforts, dependencies and resources necessary to successfully execute the project. The project plan will be updated and expanded upon over the life of the project.

Customizations Impact Analysis Document detailing the approach for managing the existing customizations broken into the categories of retirement, retrofit and replacement.

Design and Upgrade Deliverables

Fit Analysis Completed Completion of Fit Sessions - Review of New Features to be utilized in the upgraded 9.2 environment.

Upgraded 9.2 Database - No Customizations

Initial 9.2 environment

Approved RTM / RICEW

Detailed documentation of the features and functionality to be included in the solution, including functionality Fits and Gaps. Includes review of RICE (Reports, Interfaces, Conversions, and Extensions).

Approved Functional Design Specifications

Completed functional design for all items requiring technical development / support. Includes the business case for the development items.

Approved Technical Design Specifications

Describes the technical approach for build items (new and retrofit) assigned to include estimated effort, development tool, assigned developer, etc. This document builds on the Approved Functional Design Specifications.

Updated Functional Configuration Updated functional module configuration based on impacts from the 9.2 environment, proposed retrofit items and adopted new functionality.

Defined Application Security Roles & Permissions

Document defining, in detail, the roles, permissions and profiles to be configured. This represents the incremental changes to the existing security.



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Design and Upgrade Deliverables

Technical Development The completion of development (build items) as included in the RICEW, through successful unit testing.

Test Phase Deliverables

PeopleSoft Testing Strategy

The Test Strategy is developed to provide the testing approach to the project team and testers to ensure that all critical components are tested. Test Plans include Systems Integration, User Acceptance Tests, and Parallel Testing approach and logistics.

Developed Systems / Integration Test Scripts

Test scenarios, test cases and test scripts design to test module-based functionality and integration points.

Executed System Integration Test Scripts

Successfully completed system / integration test scripts based on acceptance criteria. A plan will be adopted to address any test script that did not pass acceptance.

Developed User Acceptance Test Scripts

UAT test scenarios, test cases and test scripts design to test business transactions.

Executed User Acceptance Test Script Successful execution of user acceptance test scripts based on acceptance criteria. A plan will be adopted to address any test script that did not pass acceptance.

Developed Parallel Payroll Processing test data source(s)

Validation of the production payrolls to be used as the data point for parallel processing.

Executed Parallel Payroll Processing Successfully completed parallel process testing with approved / explainable variances, if any.

Training Deliverables

PeopleSoft Training Strategy

A plan to outline end user training needs. This should include required staff and physical resource requirements, technology tools to be used and a course schedule.

Training Documents Updated training materials using the existing training materials as a base. Materials will be updated for changes, existing functionality, and new functionality.

Pilot Session(s)

One (1) pilot session per module should be executed to facilitate a ‘train the trainer’ approach and to assure completeness and understandability of the subject training materials.



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Deploy and Support Deliverables

Module Cutover Planning Document/ Go Live Checklist

Module Cutover Plan outlines the tasks and timing of cutover activities. This plans includes Go Live Checklist, timing, schedules, last process dates and other items as appropriate

Working (Approved) Production System

System Go Live supported by release of production environments.

Lessons Learned Lessons learned document compiled jointly.

Production Support Completion of agreed to workdays of production support.



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2. Company History and Mission BTRG is a consulting company that has served clients across the United States and Canada for the past 20 years.

We provide full-lifecycle support and staff augmentation services for ERP, data management, and performance

management projects. We perform implementations, upgrades, configurations, integrations, and strategic road-

mapping for Oracle and IBM technologies. BTRG delivers industry-specific solutions and support to both the

commercial and public sectors, with distinguished expertise in the public sector, financial services, healthcare,

federal, government contractor, and higher education spaces. BTRG is currently engaged with approximately 30

clients.

BTRG has the unique edge of actively participating in the evolution of ERP technologies, and simultaneously

evolving with them. Our early success included work with the technology transition from client/server to SaaS -

through every major PeopleSoft release and Information Governance development since the early 90’s. Our

veteran status within the IT consulting industry gives BTRG a deeper understanding of each project, whether it’s an

implementation, upgrade, customization, or integration.

Management Structure

BTRG directs our efforts into three main business practices: Oracle, Information Governance, and TrueNorth

(Public Sector and Performance Management). Each practice is supported by highly skilled managers, solutions

architects, and consultants, and has dedicated business development, staffing support, and account management

roles. Our Oracle Practice is headed by Practice Director Rob Fox, and supported by our Oracle Platinum

Partnership. Our Information Governance Practice is headed by Practice Director Mike Martin, and backed by an

IBM Premier Business Partnership. Oracle, Information Governance, and TrueNorth are all managed by Chief

Operating Officer, Pierre Beausejour and BTRG President Jeff Goddard. These primary service functions are

supported by BTRG’s Shared Services, Sales, and Marketing teams.

Oracle Platinum Partnership

BTRG is an Oracle Platinum Partner — the highest merit for a consulting firm of our

size. We are an ERP Development Partner; working closely with Oracle to ensure

quality, pre-release for new HCM, Financial and Supply Chain Management (SCM) applications. We are a trusted

Oracle partner across industry verticals including Financial Services, Hospitality, Retail, Healthcare, Professional

Services, and in the Public Sector. Chester County is guaranteed access to industry-qualified experts, as our

consultants must pass rigorous testing and certification processes in order to maintain our Platinum Partnership.

TrueNorth: Public Sector and Performance Management

BTRG has established a dedicated practice focused on providing

municipalities more efficient budgeting and performance management

practices. Our exclusive TrueNorth Practice services help organizations

prepare, plan, implement, monitor, achieve, and institutionalize

performance management, which fuses your organization’s strategic

goals and targets with operational and financial plans. Our TrueNorth Performance Management Consulting

services blend various schools of thought into a specific approach for each client. We couple the consulting

services with a PeopleSoft and Hyperion compatible software solution that expands performance management

from the board room to the activity line managers with tools to develop and maintain strategic business plans and

performance-based budgets. Our consultants combine strong functional budgeting, planning and forecasting

backgrounds with Oracle’s leading Enterprise Performance Management software.



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Complementary Solutions

BTRG’s Information Governance practice (IG) provides solutions for managing Big Data

content, growth, quality, and security. We are an IBM Premier Business Partner, and offer

a complete set of solutions that combines working knowledge of PeopleSoft systems with

the leading data management software from IBM.

3. Provide a list of contracts you have engaged within the last three (3) years.

Client Job Start End

Clarkson University Upgrade Assessment Nov-10 Nov-10

Battelle Delta 2010 Nov-10 Dec-10

Carpenter Technology Corporation Internet Based PS Self Service Access Nov-10 Jan-11

Corning PMO Support Nov-10 Oct-13

Dexia Financial Products Services LLC PS Admin Support Nov-10 Present

Draper Laboratory Open Enrollment 2010 Nov-10 Dec-10

Giant Eagle PO/ePro/Inv Implementation Nov-10 Jun-11

Giant Eagle Upgrade Nov-10 Oct-11

Harris Corporation BCD Oracle to PS Nov-10 Present

HSBC PeopleTools Upgrade Nov-10 Jan-12

HSBC HBCA Project Stage Nov-10 Feb-11

HSBC HBCA GRTW Nov-10 Feb-11

InVentiv Fin & Staffing Nov-10 Feb-11

Lincoln Technical Institute, Inc. Fin Implementation Nov-10 Nov-10

Lincoln Technical Institute, Inc. Production Support Nov-10 Feb-11

Lockheed Martin Informatica Support Nov-10 Jan-11

Savannah River Nuclear Solutions Fin/SCM Implementation Nov-10 May-13

Staffing Technologies, LLC Georgia State University Nov-10 Dec-11

King County Hyperion Implement Dec-10 Jun-13

Carefirst HCM v9.1Upgrade Dec-10 Oct-11

Clarkson University Financials Upgrade Dec-10 Jul-11

DNC HR Software RFP Dec-10 Mar-11

TriWest Healthcare Alliance Support Renewal Dec-10 Jan-12

Battelle Post Production Support Jan-11 Dec-11

Giant Eagle HCM Security Jan-11 Feb-11

GSI 2010 Year End Support Jan-11 Jan-11

HSBC PeopleAdmin Func. Support Jan-11 Aug-11

Keane, Inc. Financials Upgrade Jan-11 Mar-11

XTRA Lease LLC AR/BI Project Assessment Jan-11 Feb-11

GEICO HCM eBenefits Feb-11 Jun-11

GEICO T&L Interface Feb-11 Apr-11

HSBC Data Architecture Feb-11 Apr-11

NC State University AR/BI Feb-11 Sep-11

Savannah River Nuclear Solutions GL/PC Optimization Feb-11 Apr-11



15


Keane, Inc. Production Support Mar-11 Jul-11

MITRE Proxy/Workflow HCM Mar-11 Oct-11

Grant Thornton PS Developer Apr-11 Apr-11

HSBC Taleo Integration Support Apr-11 Sep-13

GEICO Inventory Architect May-11 Jul-11

King County Performance Mgmt Jun-11 Dec-12

HSBC PeopleTools Tuning Jul-11 Aug-11

Ketchum Inc. FIN/SCM Implementation Jul-11 Present

Laureate International Universities ePro Support Jul-11 Jul-11

AmeriHealth Caritas Billing Implementation Aug-11 Jan-12

Comporium AM Consultant Aug-11 Nov-11

Comporium HCM Staff Aug Aug-11 Dec-11

GEICO Time and Labor Aug-11 Present

Laureate International Universities SA (Chile) FIN Implem Aug-11 Present

Carefirst Reports/Benefits Sep-11 Nov-11

Cherokee Nation Businesses, LLC SAMD Contract Setup Sep-11 Sep-11

GEICO Absence Management Sep-11 Present

Harris Corporation PeopleSoft Inventory Sep-11 Jun-12

Independence Blue Cross nVision Training Sep-11 Sep-11

ACS Inc. PS Payroll/T&L Support Oct-11 Oct-11

American Solutions for Business PS Inventory Technical Oct-11 Mar-13

Comporium PS-GL/PC Support Oct-11 Feb-12

Depository Trust & Clearing Corporation Report Writing Oct-11 Mar-12

Thomas Jefferson University Hospitals PTO T&L Assessment Oct-11 Jun-12

Carefirst Finance Enhancement Analysis Nov-11 Nov-11

Carefirst Bundle 7 Nov-11 Nov-11

Carefirst Phase 2 Enhancements Nov-11 Jan-12

Carefirst HCM v9.1 Phase 2 Support Nov-11 Jan-12

Cherokee Nation Businesses, LLC HCM Update Assistance Nov-11 Jan-12

GEICO HCM Technical Views Nov-11 Jan-12

Savannah River Nuclear Solutions SRR Puridiom Nov-11 Nov-11

AmeriHealth Administrators Billing/AR Implementation Dec-11 Jun-12

AmeriHealth Caritas HCM Upgrade Assess Dec-11 Mar-12

Independence Blue Cross nVision/Cons/Alloc Train Dec-11 Dec-11

Pioneer Investment Management USA Inc. PeopleSoft Support Dec-11 Present

Career Education Corporation InFlight Jan-12 Feb-13

Battelle PS SCM Support Jan-12 Mar-13

Keane, Inc. Project Costing Support Jan-12 Jul-12

ACE HCM Profile Mgnt Feb-12 Feb-12



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Carefirst Benefits Open Enrollment Feb-12 Apr-12

Draper Laboratory HCM Upgrade Assessment Feb-12 Apr-12

MITRE PS Template Based Hire Feb-12 Mar-12

Fidelis Care New York HCM Upgrade Discovery Mar-12 Apr-12

MITRE PeopleSoft MSS Mar-12 May-12

AmeriHealth Caritas HCM & Fin Upgrade Apr-12 Nov-12

AmeriHealth Caritas Shared Services May-12 Feb-13

Draper Laboratory HCM v9.1 Upgrade May-12 Apr-13

Fidelis Care New York PeopleSoft HR/FIN v9.1 May-12 May-13

Savannah River Nuclear Solutions SRR Puridiom Interface May-12 Sep-12

NSTAR Electric & Gas Corp. Benefits Administration Jun-12 Oct-13

STG International Inc. HHS Position Mgt (3112-101) Jun-12 Oct-13

SLAC National Accelerator Laboratory BPR Project Jul-12 Jan-13

AmeriHealth Caritas JCR Development Jul-12 Dec-12

Cadwalader, Wickersham & Taft, LLP HCM Assessment Jul-12 Sep-12

County of Chester Upgrade Plan Jul-12 Aug-12

AmeriHealth Caritas PS Training Aug-12 Nov-12

Assured Guaranty PT Developer Aug-12 Nov-12

The Aspen Group US Army InfoSphere Support Aug-12 Sep-12

Complete Healthcare HCM DBA Sep-12 Jan-13

NSTAR Electric & Gas Corp. PeopleSoft Payroll Sep-12 Nov-12

Deloitte HHS Data Correction Oct-12 Jan-13

AmeriHealth Caritas SuccessFactors Int Oct-12 Dec-12

AmeriHealth Caritas Jobcode Issues Oct-12 Dec-12

AmeriHealth Caritas Ext GoLive Support Oct-12 Dec-12

UNC Systems Integration Mgr Oct-12 Nov-12

UNC HCM Commitment Accounting Oct-12 Present

Cherokee Nation Businesses, LLC Payroll Acquisition Nov-12 Apr-13

Savannah River Nuclear Solutions Stabilization Support Nov-12 Oct-13

Clarkson University PS Expenses Dec-12 Sep-13

M&T Bank Taleo Admin & Support Dec-12 Oct-13

SLAC National Accelerator Laboratory PeopleSoft Implementation Dec-12 Oct-13

Kiewit Corporation PS Payroll Assistance Jan-13 Oct-13

W L Gore & Associates Inc PS Country Extensions Jan-13 Feb-13

Berkadia Commercial Mortgage PS Upgrade Assessment Mar-13 Mar-13

Knoxville Utilities Board (KUB) DBA Support & Training Mar-13 Present

Berkadia Commercial Mortgage PS Fin Upgrade Apr-13 Oct-13

Fidelis Care New York Infra Assessment Apr-13 May-13

Independence Blue Cross People Tools Upgrade Apr-13 Sep-13

City of Seattle Business Needs Assessment Jun-13 Aug-13



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Dexia Financial Products Services LLC PS Budget Implementation Jun-13 Present

ATK SSO Support Jul-13 Aug-13

Laureate International Universities PS GL/AM SME Aug-13 Aug-13

Quantech Services, Inc. Taleo Integration Aug-13 Present

Xerox - State of MD App Archive Aug-13 Present

Clarkson University Absence Mgmt Support Sep-13 Sep-13

Fannie Mae FIN 9.2 Upgrade Sep-13 Present

NSTAR Electric & Gas Corp. HCM Developer Sep-13 Present

Washington Gas HCM-Func-Lead-Core HR-Base Benefits Sep-13 Oct-13

BCBS North Carolina IT RoundTable Oct-13 Present

Assured Guaranty Actv Dir Conn Oct-13 Present

Bank of New York Mellon Corporation Optim Implementation Oct-13 Present

Clarkson University CC Processing Oct-13 Oct-13

County of Chester 9.2 FI UPG Oct-13 Oct-13

Dexia Financial Products Services LLC PS Control M - Tools Upgrade Oct-13 Present

Federal Reserve Bank Of Kansas City v9.2 HCM Upgrade Oct-13 Present

GEICO PS 9.2 FIN Upgrade Oct-13 Present

Quantech Services, Inc. Abs Mgmt Oct-13 Present

Strategic Distribution Inc People Tools Upgrade Oct-13 Present

WMATA Sourcing/Procurement Oct-13 Present

4. Company Expertise Provide information about the company’s expertise.

PeopleSoft Focus

Unlike some of our competitors with an enormous scope of service offerings, BTRG has directed our primary focus

toward the PeopleSoft product and our Oracle Platinum Partnership. For 20 years, we have strived to be the

preeminent provider of PeopleSoft services in the consulting marketplace. Our focus has given us more insight and

a greater understanding of the product than our competitors, as well as a network of consultants with unmatched

PeopleSoft expertise.

Public Sector Experience

BTRG has proven adaptability to provide effective services to a variety of industries including Federal, public

sector, government contracting, healthcare, and financial services. This adaptability is directly attributable to the

expertise possessed by BTRG project resources. As presented in the resumes provided to the Chester County,

BTRG has deep relationships with resources that will provide the expertise to deliver to the County the required

services. In addition, BTRG has invested the continued expansion of the Public Sector Services offerings by

attracting and retaining resources that bring public sector expertise to project.

EXCEPTIONS We have not noted any exceptions to the RFP.



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SPECIAL/UNIQUE QUALIFICATIONS

Experience at Chester County BTRG delivered the Managing for Results implementation at Chester County in 2010 on time and on budget. Our experience on the project demonstrates our ability to work successfully within your organization. Our experience designing and implementing the MFR system is unique to BTRG. Other vendors would need to gain additional understanding of how requisition approvals, activity based costing, and time approvals were implemented. BTRG’s proposed team already possesses this knowledge. Below is a summary of the work that was completed by BTRG at the County. In March of 2008, Chester County adopted a Managing for Results initiative to implement strategic business planning. The goal was to enhance the performance-based budgeting aspect of the County’s strategic plan by collecting data and performance information that would ensure the County’s limited resources were being used as effectively. In order to operationalize its strategy, Chester County needed a solution that would integrate the County’s existing PeopleSoft Enterprise Human Capital Management, Financial Management and Budgeting systems. BTRG was chosen given its proven track record of implementing PeopleSoft Enterprise Financial Management and Human Capital Management solutions for public sector organizations. The Chester County project included the creation of a customized PeopleSoft solution to facilitate the entry of strategic plans and the utilization of existing PeopleSoft functionality for activity based cost tracking and workflow approvals. BTRG worked closely with the County’s resources to develop a solution that provided the functionality for strategic plan entry that included the alignment of organizational, departmental, program and activity outcome expectations with budget and staff allocations. Actual costs of goods and services were aligned and staff allocations were tied to activities, thus allowing real time decision making through subsidizing, reallocations, or resource reductions. BTRG utilized the existing functionality within PeopleSoft to track costs and used workflow to make activity managers accountable for time entry and purchasing expenditures. PeopleSoft’s eProcurement module was implemented and integrated into the strategic planning solution to implement activity based requisition workflow approvals. The County’s timekeeping solution was integrated to capture time and provide workflow approvals at the activity level. The result of the project was a solution that integrated the County’s strategic planning, PeopleSoft HCM, financials, and budgeting systems. The solution provided the information the County of Chester needed to achieve its goal of providing greater accountability, transparency, and improved performance to its citizens.

BTRG’s 9.2 Experience BTRG’s experience with the latest version of PeopleSoft is impressive within the Oracle Partner Network. Because

of our long and notable history with the PeopleSoft product, Oracle requested that BTRG be included in the

advance testing of PeopleSoft 9.2 prior to its release to the public. BTRG set up teams of experts in both the HCM

and Financials areas to rigorously test the product and report defects to Oracle for adjustment. Oracle provided

BTRG with the 9.2 product to set up on BTRG servers for our team to review and work with. Since then, we’ve

been engaged on several 9.2 projects, including a successfully launched PeopleSoft Financials 9.2 upgrade in

October 2013. While other solutions providers may claim to have 9.2 experience, BTRG has the hands-on testing

involvement and is already delivering results.



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Local Presence BTRG is dedicated to serving clients in the Philadelphia area and maintains an office in Media, PA. We are active in

the local Oracle User group (Philadelphia Regional User Group). We have representatives that serve on the board,

deliver presentations, and sponsor events. We employ many Philadelphia area resources for local projects to

reduce travel expenses and increase customer satisfaction. In addition, several resources proposed for this

project are Chester County residents, which further align the goals of both organizations.

BTRG’s clients in the Philadelphia area include: County of Chester

Temple University Health System

AmeriHealth Mercy

Board of Pensions Presbyterian Church

Thomas Jefferson University

Berkadia

AmeriHealth Administrators

ACE Insurance

Engagement Manager BTRG provides project oversight via an Engagement Manager (EM) who can facilitate access to our internal

resources and cumulative lessons learned from other projects at no cost to Chester County. Our proposed EM,

Doug Schmidt, is a PeopleSoft expert who will provide advice and guidance for your project needs. Doug is the EM

at a client that is live on PeopleSoft 9.2, is managing an ongoing 9.2 project, and will bring lessons learned directly

to the County to optimize the outcome of this upgrade.

True North BTRG is dedicated to meeting the unique requirements of the Public Sector. In 2010, BTRG formed the True North practice to specifically address the public sector market Planning and Budgeting and Performance Management needs. Our True North consultants have over 18 years of experience working in and with public sector organizations ranging from local school districts, County governments, and International Ministries. Combined with decades of experience implementing and upgrading PeopleSoft, BTRG has the expertise to deliver a high level of service for the financial upgrade at Chester County.

FINANCIAL STATEMENTS BTRG does not have audited financial statements; financial statements are prepared by our accountant. Please see

Appendix B – Financial Statements for BTRG’s 2010, 2011, and 2012 financial statements.

INNOVATIVE IDEAS AND VALUE ADDED CONSIDERATIONS BTRG has developed several unique solutions to extend the value of the PeopleSoft product, streamline processes,

and decrease risk. On the electronic version of this response, each of the following bullet headers are hyperlinks to

dedicated web pages with more information.

PeopleSoft Testing Solution

BTRG has cataloged hundreds of test scripts that are pre-packaged and available for our customers, which

allows them to perform more tests, with greater accuracy, in a shorter time.

ERP Vulnerability Assessment

This unique tool pinpoints security vulnerabilities in your PeopleSoft application and database, catching

fail points you don’t even know about.

PeopleSoft HCM Manager Action Center

Dramatically streamlines PeopleSoft Manager Self Service by providing managers with one consolidated

page to manage tasks and approvals.

http://btrgroup.com/technologies/proven-and-proprietary-test-scripts-preloaded-into-the-peoplesoft-testing-framework-ptf/

http://btrgroup.com/technologies/erp-vulnerability-assessment-for-infosphere-guardium/

http://btrgroup.com/technologies/manager-action-center/



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PeopleSoft Hiring Hub

Enable your hiring managers to quickly navigate the hiring process and copy data in the submission of a

new request, reducing time and clutter.

PeopleSoft-as-a-Service

This subscription-based service for Department of Energy and Government Contractor clients combines all

the benefits of cloud computing with the mature functionality of PeopleSoft.

1. Additional No-cost Services

Engagement Manager and Functional Solution Architect As mentioned previously, BTRG will be providing an Engagement Manager for ultimate project oversight. The

engagement manager, Doug Schmidt, already has experience working at Chester County and is invested in this

project’s success.

Chester County will also have access to BTRG’s Functional Solutions Architect (SA) for quality assurance, best

practices, and lessons learned guidance. Our Senior HCM Solutions Architect will be accessible to the project team

for any additional direction and functional insight. Input from the Functional SA will not be provided at no cost to

the County.

http://btrgroup.com/technologies/hiring-hub/